Boost investor engagement 8x

A complete, on-demand client experience

Up-to-date data, documents, and analytical tools — all in one place

“FundPortal is intuitive and simple to use with a level of fund and peer analytics unparalleled in the industry. The software has aided Coleman Group in both the presentation of our fund to clients as well as alerting potential investors to us as an investment.”

Matt McClean, Coleman Group

Incredible improvement in engagement
compared to emailing PDFs

“I could not be more satisfied with the FundPortal solution. It has driven much better engagement of investor prospects when compared to emailing factsheets.”

Theron De Ris, Eschler Asset Management

Actionable behavioural data

“FundPortal has greatly expanded the online service we offer to investors, it has allowed us to supply them with information, customised to their stage within the sales process.”

Document Repository

Bespoke CRM

FundPortal lets you see a full list of your clients activity. Our powerful emailing suite allows you to invite new prospects and bring clients back to your portal, offering everyone access relevant to their stage in the sales cycle.